Career planning

Advisers shouldn’t let fear of the unknown stop them from breaking out on their own.

Here are three important factors to take into consideration when breaking away.

By all means put a plan in place, but flexibility is key in case circumstances change.

Going independent is alluring, but it also has its quirks. For instance, there is usually no support staff. Finding new clients while properly serving existing ones is “a juggling act,” CFP Tom Fredrickson says.

It’s time for professional planners, as opposed to sales agents, to define themselves accurately in the public mind. To do it, you need to use key words and phrases with crystal clarity.

One used to be enough, but planners keen to move up the ladder need to develop their arsenal — and quickly. Just as importantly, however, these skills can provide a roadmap for where the firm should invest.

Firms that want to grow put each employee to work around that goal. In time, the culture will become one that prizes new initiatives.

Hiring young planners is one thing but keeping them happy is another.

Being able to prove past production means the difference between a great deal and no deal when you're switching firms.

These adviser bosses have qualities that help them grab top talent for their firms, says recruiter Mark Elzweig.

The devotion Edward Jones adviser Laura Crowell has for her daughter, Olivia, and three other kids drives her thinking on tending to the needs of her clients.

The latest intelligence on which wirehouses and regional broker-dealers are offering the biggest recruiting packages to advisers.

Here's what top young producers should be looking for when switching firms, according to On Wall Street's annual recruiters panel.

Firms can't keep up with the demand for new recruits, which will keep the bigger payouts coming, On Wall Street's annual recruiter panel says.

Sometimes young planners realize they don’t want to manage a book of clients forever. Here are ways they can go without leaving the profession entirely.

Here are eight bank advisors that we've identified as having the right characteristics for ongoing success in the industry.

The same competitive mindset that leads to victory in sports can give advisors the advantages they need for a successful practice, a leading recruiter says.

Leading recruiters discuss significant upsides to teaming, and the downsides to avoid.

Seth Waugh, former CEO of Deutsche Bank Americas, will be appointed non-executive chairman.

Industry veteran Bob Carr on how to approach advisor training (and how the old days weren't always so good.)